North Ridge Country Club
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Subject: Golf Outing-32 Golfers
Presenter(s): N/A
Format: Social
Venue: North Ridge Country Club
Dave Pringle Associates
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Subject: Personal Leadership Effectiveness
Presenter(s): Keynote/Facilitated Discussion
Format: Affinity Group 1
Venue: Holt
Subject: Sponsor Luncheon
Presenter(s): Sponsors
Format: Group Discussion
Venue: Downey Brand
Warren Bender Co Office
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Subject: Group Discussion Succession
Presenter(s): Facilitated Discussion
Format: Affinity Group 3
Venue: Warren G. Bender Co. office 516 Gibson Dr #240, Roseville, Ca 95678
Host: Bender Family
North Ridge Country Club
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Dave Pringle Associates
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Join us--Jan 31, 2012 7:30am-10:00am for the first AG1 Affinity Group Session of 2012
The Sutter Club--Governor's Room (our host--Steve Bender), 1220 9th Street Sacramento, Ca--hosted parking in Sutter Club Garage, 824 L street
Topic: Family Dynamics
A key prerequisite that distinguishes successful family businesses from those that are not, is how the leaders of those organizations learn and practice critical interpersonal skills. These skills focus on building strong relati...
Larry Walker Associates
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Fat's Banquet & Catering, Old Sacramento
The Fat Family, Fat's Restaurants and The Capital Region Family Business Center cordially invite members, their families, spouses and significant others to be their guests at the 5th Annual Holiday Social.
The event features:
· A bit of history about the Fat Family and Fat’s Restaurants
· A preview of what’s in store for The Capital Region Family Business Center in 2012
· An opportunity to enjoy each other's good company and some very fine food, together with a...
Holt of California, 3850 Channel Drive, West Sacramento, 95619
Quarterly AG1 Affinity Group: November 1, 2011. 7:30am-10:00am
Host & Venue:Ken Monroe, CEO, Holt of California ---- 3850 Channel Drive
West Sacramento, Ca 95619
Topic: "Leadership Succession--What's The Plan?"
We''ll get started by hearing from two of our leaders who recently succeeded to senior management of their companies--how they prepared and the processes they went through.
They are:
Shannon Deary-Bell, CEO, NorCal Beverag...
Sierra Nevada
SAVE-THE-DATE—OCTOBER 18, 2011, THE 4TH ANNUAL "OKTOBERFEST" AT SIERRA NEVADA BREWERY
The Event: 5pm to 7pm, includes Sierra Nevada brews of course and appetizers, plus a plant tour of this outstanding brewery. In addition, the Brewery's founder, Ken Grossman will give us an update on the business and the family's involvement.
Note: as usual, for the Sacramentio contingent, we've chartered a luxury motor coach departing from West Sac--Holt of California's facility-- at 3pm.
...
The Sutter Club,
1220 9th Street,
Sacramento
Hosted parking: Sutter Club Garage, 824 L Street, Sacramento
Our featured speaker is Bob Gray, President/CEO of California Agricultural Leadership Foundation, a non-profit committed to leadership training and transformational learning experiences. Prior to CALF, Bob spent 29 years with Duda Company, serving as a non- family member CEO of the largest subsidiary, Duda Farm Fresh Foods. Duda is a 100 year-old family-owned business headquartered in Ovied...
The Family Panel discussion, entitled "Why I Want To Perpetuate My Family Business" featured the Deary Family (of NorCal Beverage) and was moderated by Kurt Glassman. It was followed by a social evening featuring the Sacramento Rivercats.
The event began with an overview and introduction to the topic presented by Kelly Brothers, of Genovese Burford Brothers and business reporter for KFBK and KCRA.
The remainder of the morning consisted of five 30 minute "workshops", presented by Family Business Center sponsors - all experts in their particular fields. Attendees could participate in three different workshops of their choice. Workshops included the following topics:
What's the Plan? The Nuts and Bolts of an Effective Ownership Suc...
The Fat Family, Fat's Restaurants and The Capital Region Family Business Center hosted members, their family, spouses and significant others at the 4th Annual Holiday Social. The event was held at Fat's Catering and Banquet Facility, in Old Sacramento.
The event featured:
A bit of history about the Fat Family and Fat's Restaurants
A preview of what's in store for The Capital Region Family Business Center in 2011
An opportunity to enjoy each other's good company and some ver...
3rd Annual "OktoberFest"
Topic: “How Family Businesses Make Decisions – Alternative Governance Systems”
Sierra Nevada Brewery, Chico, California
This special program included a tour of the nation’s leading craft brewery, a presentation of governance practices of a number of our family business members, a panel of Lundberg family members discussing Lundberg Family Farms family council experiences, a family business consultant’s experiences working with family busines...
The keynote speaker and program facilitator was Carmen Bianchi, a Family Business Consultant since 1991 and expert in family systems and the relationship between family, business ownership and the professional roles within a family firm.
Ms Bianchi addressed a number of family business issues including management and ownership succession, fairness in dealing with children, employment policies for family members, and much more.
"HOW TO PERPETUATE YOUR FAMILY BUSINESS IN THIS ENVIRONMENT -
A Sea of Change: Navigating anticipated tax and legislative proposals for 2010 and beyond.”
The keynote speaker was Andrew Prior, from Pricewaterhouse Coopers, Washington DC National Tax Services. Attendees heard about the anticipated and/or recently enacted tax and legislative changes, and listened to a panel of experts discuss the practical implications on local family businesses.
A panel discussion featuring leaders of prominent family businesses in the region. Attendees learnt why these leaders want to perpetuate their family businesses and what they’ve done to get the businesses ready for the next generation.
3rd Annual Holiday Social, hosted by The Fat Family at Fats Catering and Banquet Facility
The Fat Family, Fat's Restaurants and The Capital Region Family Business Center hosted members, their family, spouses and significant others at the 3rd Annual Holiday Social.
“Octoberfest” at Sierra Nevada Brewery, Chico
featuring Charley Ansbach’s presentation entitled "The Challenges of Effective Philanthropy"
One of our "Founding Family" businesses, Sierra Nevada Brewing Company, hosted a wonderful evening at one of the nation's leading "craft breweries." It was a great program with a variety of wonderful craft beers accompanied by light appetizers.
Charley Ansbach's presentation entitled The Challenges of Effective Philanthropy discussed the cr...
“How a Family Passes Values about Wealth and Stewardship Across Generations”
Presented by Dennis Jaffe
Dr Jaffe’s presentation and interactive program looked at the positive and helpful ways that it could transfer family “wealth” across generations. By family “wealth,” we mean not just financial wealth, but the other sources of value that a family passes between generations, such as shared values, opportunities and capabilities.
The presentation was foll...
This event honed in on the effects our state’s budget process will have on family businesses. Assemblyman Roger Niello spoke to our family businesses and sponsors about the current state of the budget process and some of the intricacies and intrigue of working inside the capitol dome.
A panel of experts discussed changes in Washington and Sacramento, with particular reference to expected tax law changes that will likely affect your business, your estate and your heirs. Gregg Muresan, PriceWaterhouseCoopers Director, Washington National Tax Services, delivered a special key note address on the subject.
A “Fireside Chat” with Michael Mondavi
Moderated by Professor Robert Smiley, Director, Wine Industry Studies.
Michael Mondavi is the founder and coach of Folio Wine Partners and a leading wine industry executive, innovator and entrepreneur who has grown a successful new wine venture since the sale of his family’s legendary winery in Oakville, five years ago.
Follow-up round table discussion to our highly successful seminar on Family Business Governance.
This highly informative one-day seminar addressed the topic of “Governance” for family business - a process that promotes trust, family cohesion and higher business performance. The seminar presented the best practices that give family businesses the path to higher performance and longevity through the use of boards, either informal, advisory or fiduciary and family councils that, among other functions shape family input to the direction of the family business.
The Fat Family, Fat's Restaurants and The Capital Region Family Business Center hosted members, their family, spouses and significant others at the 2nd Annual Pre-Holiday Social.
The event featured:
A bit of history about the Fat Family and Fat’s Restaurants
A preview of what’s in store for The Capital Region Family Business Center in 2009
A chance to enjoy each other's good company and some very fine food, together with a hosted wine and beer bar.
Featured author and Wall Street Journal writer, Julia Flynn Siler who discussed her new book, The House of Mondavi, The Rise and Fall of an American Wine Dynasty.
The Grossman family invited all members to join them for a harvest celebration. An executive motor coach was provided to transport members and guests to the Sierra Nevada Brewery.
A panel of Sacramento region family businesses addressed the topic. The diverse panel for this highly interactive program was:
David Nickum, President & CEO, Valley Aggregate Transport, Inc
Dave Pringle, Executive Vice President, Pacific Coast Building Products
Lane Steinmetz, President/CFO, Norquist Salvage Corporation
Our moderator for the panel discussion was Carey Berger, President of Business Service Resource Group, Lawrence, Kansas. Carey has worked with numerous companies...
Dianne Miller, President, Wilcox, Miller and Nelson (a local executive search firm) facilitated a panel discussion of business owners addressing the emotional and family issues they have faced in evaluating, counseling and redirecting family members.
"Cultural Intelligence: Understanding Rapid Adaptation (Thinking In The Future Tense: Making Sense of the World)"
Jennifer James,Ph.D.
The current rapid and pervasive globalization of the world through communications technology is forcing us to adapt at warp speed. ... We are skilled at managing new technology and economic transitions. We can accommodate shifts in populations and increasing diversity. We get stuck when it comes to culture – our belief systems about the ways things “...
Fat Family, Fat Restaurants and The Capital Region Family Business Center invite all members, their spouses and significant other to a pre-holiday social where we will celebrate the upcoming holiday season with good friends, good food, good drink and a short presentation by Lois Lang on how to take the stresses of the holidays in stride.
Dave Lucchetti (CEO Pacific Coast Companies), Jim Errecarte (CEO SunWest Foods) discussed how they have achieved success in the perpetuation and tax planning aspects of their business. In addition, legal and accounting experts offered brief overviews n current estate tax matters.
Neil N. Koenig, Ph.D. (Family Business Consultant) facilitated a panel discuss on next generation business owners who shared their challenges and issues they faced while preparing for succession of leaders, owners, managers and shareholders. The panel: Diane Teel Perry (Raleys), Scott Berger (Tony’s Fine Foods) and Steve Bender (Warren G, Bender Co).
Carolyn Martin, Ph.D., a world class educator, author, key note speaker discusses generational differences in the workplace and leading management practices especially related to multi-generational family businesses.